chemicals
Commented by Fabian Lorenz on November 14th, 2025 | 07:05 CET
Critical stocks on sale? Standard Lithium, European Lithium, D-Wave, BASF!
Are critical raw materials suddenly in abundance? Looking at the price performance of many stocks in the sector, this thought may come to mind. Many stocks have lost 50% or more since mid-October. The truth is that they had often more than doubled in value in the weeks prior to that. China's export ban led to excesses that now need to be corrected. Nevertheless, the fundamental driver of the sector remains intact: the West must not be vulnerable to blackmail when it comes to critical raw materials. This means that stocks such as European Lithium and Standard Lithium remain attractive to investors. And what is BASF doing? The Company exemplifies the problems facing the German chemical industry. Can D-Wave Quantum help?
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Commented by Carsten Mainitz on November 5th, 2025 | 07:05 CET
The profit lies in the purchase! The market is currently overlooking the potential of Desert Gold, Adidas, and Lanxess. Why act now?
"You shouldn't chase after trams and stocks. Just be patient: the next one is sure to come." This quote is one of the most famous pieces of wisdom from stock market legend André Kostolany. His advice is a timeless call for patience, discipline, and contrarian thinking. For stock pickers, we have selected three companies that have not yet followed the crowd or have been punished too harshly. The reward: solid potential returns. The cost: just a little patience.
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Commented by Stefan Feulner on November 3rd, 2025 | 07:00 CET
Albemarle, Almonty Industries, Lynas Rare Earths – The favorites after the trade deal
Last week's meeting between the leaders of the world's two largest economies concluded with a temporary trade agreement, which could provide some calm for at least the next 12 months. However, the points agreed upon remain vague and are unlikely to foster long-term détente. The reality is that the US and Europe must act and expand alternative production facilities in Western countries; otherwise, a shortage of critical raw materials, such as rare earth metals and tungsten, could pose a major risk.
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Commented by André Will-Laudien on October 14th, 2025 | 07:20 CEST
CAUTION: Correction or even steeper rise? 100% with Planethic Group, Novo Nordisk, and Symrise
Does it always have to be "caviar"? As a luxury solution, this fish dish is deeply ingrained in the minds of many investors, but sometimes a smarter, hybrid-strategic mix may suffice. In the current market environment, the latest tariff policy from the White House feels like the flickering echo of a spy from Simmel's novel: unpredictable, tactical, and with far-reaching consequences. The threat of high tariffs on imports from numerous countries is putting supply chains on high alert and forcing companies to rethink their calculations. For investors, this means acting quickly, maintaining flexible portfolio weights, and questioning seemingly "safe" values. Those who favor local procurement channels are likely to navigate more stably. Here are a few ideas.
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Commented by Nico Popp on October 9th, 2025 | 07:10 CEST
Dividends and growth? It is possible! With RE Royalties, Royalty Pharma or Evonik
The stock market is not just about price increases; dividends are also highly attractive. There are even professional investor groups that focus almost exclusively on continuous returns. Examples include pension funds and insurers. But why do companies in some sectors distribute more profits than others? We take a closer look at three exciting stocks that are also income generators and explain which business models offer the greatest potential from an investor's perspective.
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Commented by Carsten Mainitz on October 1st, 2025 | 07:05 CEST
Almonty Industries, Gerresheimer, BASF – It is not too late yet!
The race for critical high-tech goods and raw materials is already underway. The COVID-19 pandemic painfully highlighted the downsides of a globally interconnected economy. China's export ban on critical raw materials is currently having a double impact, as the country dominates the market. This effect is expected to continue to intensify in the future as demand continues to rise dynamically while supply increases only slowly. This provides a strong tailwind for raw material producers, but poses significant challenges for companies in other sectors.
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Commented by André Will-Laudien on September 17th, 2025 | 07:15 CEST
Gold explodes to USD 3,700 – What is next? Time to bet on Barrick Mining, Newmont, Dryden Gold and BASF
The gold price is currently being driven primarily by expectations of falling US interest rates, a weaker US dollar, high geopolitical uncertainty, and strong purchases by central banks. The latter added around 1,045 tons of gold to their reserves in 2024, one of the highest levels in recent years. Major US investment banks have consistently raised their price targets: Goldman Sachs expects around USD 3,700 per ounce by the end of 2025, JPMorgan sees an average of about USD 3,675 in Q4, and UBS even forecasts up to USD 3,800. In very optimistic scenarios, prices of over USD 4,000 are already being discussed in industry. How are gold giants Barrick and Newmont performing in this environment? In the short term, they have been significantly outperformed by Dryden Gold, which has recently doubled in value. Investors should now drastically increase their exposure to precious metals, as they have been overinvested in AI, high tech, and defense for months. Here are a few ideas.
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Commented by Nico Popp on September 3rd, 2025 | 07:15 CEST
Investing in hydrogen with management on board: Air Liquide, Pure Hydrogen, Air Products & Chemicals
When management representatives hold large amounts of their own company's shares or when their compensation is linked to the performance of the share price, this is generally good news for all investors. A management team with "skin in the game" typically takes a more long-term view and aligns more closely with shareholder interests. We present three hydrogen stocks in which management holds shares – some more, some less. Where are the biggest opportunities, and which stocks come with hidden risks? Read on to find out!
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Commented by Nico Popp on August 7th, 2025 | 07:25 CEST
Hydrogen turnaround? Bad news from Africa: First Hydrogen, thyssenkrupp nucera, BASF
According to a report in Der Spiegel, producing green hydrogen in Africa for export to Europe could be more expensive than previously thought. This is indicated by research conducted by scientists from the Technical University of Munich, Oxford, and ETH Zurich. According to the study, only 2% of around 10,000 sites examined across 31 African countries could produce at competitive costs by 2030. The reason lies in financing. Depending on the country in Africa, financing costs range between 8% and 27%, which is too high to remain competitive. Instead of the planned price guarantees of EUR 3 per kg of hydrogen, the EU would have to guarantee EUR 5 to ensure a reliable flow of hydrogen from Africa to Europe. What does this mean now for the European hydrogen economy?
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Commented by Nico Popp on July 31st, 2025 | 07:00 CEST
Who benefits from the customs agreement? Volkswagen, BASF, and Globex Mining
Is the customs agreement between the US and the EU a warning shot, as German Economics Minister Katherina Reiche says, or will the tariffs strike German industry at its core? The public debate about the customs deal, which includes 15% tariffs on EU goods, is in full swing. We examine the risks using the example of industrial giants Volkswagen and BASF and show that the agreement also has clear winners – Globex Mining's business model is ideally suited to the uncertain situation and could soon bring investors substantial returns.
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